Workflow to populate the sales channel field on the sales order
The customer card has a field for sales channel .( list )
The same field appears on the SO but is not linked to whatever is assigned for this customer .
How can i create a workflow for a particular customer , so when a SO is created for this customer it will take the sales channel from the customer page ?
Thanks
Set field value action( before or after record submit)
So field header = use formula {customer.customfield}
Hi Yoshi
Thank you for the swift reply .
Unfortunately , this is chinese to me .
If by any chance you can allonbarte more since i am new to this that would be great
Record type
Sub type
context
and what would be the condition ?
Hi Yoshi
Thank you for the swift reply .
Unfortunately , this is chinese to me .
If by any chance you can allonbarte more since i am new to this that would be great
Record type
Sub type
context
and what would be the condition ?
